See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,790 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,761 | $100,801+80.3% | $149,696+21.4% | $73,409+147.6% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 18.80% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $7,839 | $3,312+136.7% | $4,644+68.8% | $2,234+251.0% |
| Participant deferral / active EE | $14,076 | $6,404+119.8% | $6,842+105.7% | $3,805+269.9% |
| Admin fee / account holder | $3 | $181-98.2% | $9,309-100.0% | $158-98.0% |